Sales
Kanban Board for Zoho CRM - FAQs
What is the Kanban Board for Zoho CRM extension? The Kanban Board for Zoho CRM extension is a powerful visual tool that enhances your sales pipeline management. It provides real-time visibility into the various stages of your sales process, allowing ...
Kanban Board for Zoho CRM
When a business project increases in size or your team grows, there will be a substantial amount of things for you to manage as a team lead or a manager. The Kanban Board extension for Zoho CRM provides an organized way to keep track of all the ...
Address Locator for Zoho CRM
The Address Locator extension for Zoho CRM brings geolocation information to your business processes by helping you find and assign leads to your sales team by region. You can locate leads on Google Maps, manage campaigns by geographical area, and ...
Dun and Bradstreet for Zoho CRM
This extension has been delisted from Zoho Marketplace. However, the existing users can continue using the extension until further notice. Dun & Bradstreet lets you store information about your business contacts effectively. With the Dun & Bradstreet ...
Zoho Contracts for Zoho CRM
The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
Walk Score for Zoho CRM
Walk Score helps users find apartments with a better commute, great nearby places, and transportation choices. For each address, Walk Score analyzes hundreds of walking routes to nearby amenities to generate scores for how easy it is to walk, bike, ...
WeChat Pay for Zoho CRM
Installing the extension You can install the extension either from Zoho Marketplace or from the Zoho CRM. To install the extension: Navigate to Setup > Marketplace > All. Click All Extensions, then browse for and click WeChat Pay. Click Install Now. ...
Commission Management for Zoho CRM
The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
Formstack Documents
Formstack Documents is an online document generation platform that lets you create documents of several types with dynamic content. You can send these document easily through the third party integrations provided. Formstack Documents lets you create ...
Shopify
Shopify is an e-commerce platform used to set up online stores. With the Shopify extension for Zoho CRM, you can easily and simultaneously synchronize data on customers, sales, and product details between your Shopify store and Zoho CRM. You can add ...
Marketo
Marketo is a marketing automation tool that allows you to score your leads based on certain criteria and determine the more important prospects. This helps you plan your sales and marketing activities to these leads accordingly. In order to plan your ...
Kanban Board
When a business project becomes big or your team grows, there will be a lot of things for you to manage as a team lead or a manager. Kanban Board for Zoho CRM provides an organized way to keep track of all the required activities and data. It ...
Idle Deal Alert
The Idle Deal Alert extension for Zoho CRM helps you identify deals that have been stuck in a particular pipeline stage for too long. This extension sends you an alert any time a deal is stuck in the pipeline for too long, allowing you to address a ...
GoToWebinar
The GoToWebinar extension eases the process of managing attendees and tracking registrations, and saves you time by importing the registrants' and attendees' details into Zoho CRM automatically. Note: Please note that the GoToWebinar extension for ...
Google Apps Sync
The Google Apps Sync Extension for Zoho CRM provides sales professionals the opportunity to easily access their Gmail contacts, tasks, and Google calendar events within Zoho CRM. Note: Only administrators can install this extension. Users with a ...